Work Type
Contract
Salary/Rate
£ 200-250 per day
Remote Work
No
IR35 Status
Inside IR35
Job Title: Wealth / Asset Administrator
Location: London / Manchester / Bristol
Salary/Rate: £200 - £250
Job Type: Rolling Contract
Company Introduction
We have an exciting opportunity now available with one of our sector-leading financial clients! They are currently looking for a detail-oriented and organised Wealth/Asset Administrator to join our financial services team. The ideal candidate will support the management of client assets, ensuring effective communication, compliance, and overall portfolio performance.
Job Responsibilities/Objectives
- Portfolio Management:
- Assist in the administration of client investment portfolios.
- Monitor market trends and performance metrics to provide insights for investment strategies.
- Client Communication:
- Serve as a primary point of contact for clients regarding their accounts.
- Prepare and present regular performance reports to clients.
- Financial Planning Support:
- Collaborate with financial advisers to develop and implement client financial plans.
- Assist in retirement, tax, and estate planning discussions.
- Record Keeping and Compliance:
- Maintain accurate records of transactions, communications, and compliance documents.
- Ensure all activities comply with regulatory requirements and internal policies.
- Research and Analysis:
- Conduct thorough market research to identify potential investment opportunities.
- Analyse financial data and generate reports to inform decision-making.
- Collaboration:
- Work closely with financial advisers, accountants, and legal professionals to ensure a comprehensive approach to client wealth management.
Desirable Skills/Experience
The ideal candidate will have the following:
- Bachelor's degree in Finance, Business Administration, or a related field.
- Relevant certifications (e.g., Series 7, CFA) preferred.
- Proven experience in wealth management, asset administration, or a related field.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficient in financial software and Microsoft Office Suite.
If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format.
Disclaimer
Not with standing any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies.
Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.